The "Child card is blocked" business rule will automatically block a parent card if any of its children cards are blocked.
How to set up the "Child card is blocked" rule?
Only users with "Account Owners" or "Manage Business Rules" privileges can create business rules.
To activate the business rule, please go to the Administration panel at the top right side of your screen -> open the Business rule tab -> select the "Child Card is blocked" rule option.
Note: In case that there is a set of defined rules to your account -> use the Add new rule button at the upper right side of the panel.
The "Child Card is Blocked" configuration panel has the following fields and properties (img.1):
(1) Name - give a name of the rule to distinguish it.
(2) Description - provide a description of the rule behavior in the system.
Note: when a business rule is created, it will get a rule ID and will be made available in the Business rule panel under name and description.
(3) Share with: this option allows you to share the rule with other users in the system so that they can edit/disable/enable the rule.
Every business rules have three main control settings: When; And; Then.
It is a sort of "point-and-click" programming language with which you can automate any process. The way it works is based on the programming conditional statement "if this then that".
To save/enable a rule click on the green checkmark at the top right corner of the configuration panel.
This rule does not require additional configuration. You only have to enable it and the automation will be valid for the entire account.
(4). WHEN: Child card is blocked
(5). THEN: block its parent
Please, read more about parent/child links and how to create them.